Work Order Lists

Settings

By default, the landing page of the Work orders module is the Work order lists page. Based on the user or user role configuration, you can enable or disable the predefined lists Favorites, Previously viewed, Scheduled to me, and Downloaded.

1. To enable or disable the Downloaded list, go to Dynaway mobile > Setup > Module configuration > General > Lists > Downloaded list, and enable or disable the list for the user or user role.
2. To enable or disable the Favorites list, go to Dynaway mobile > Setup > Module configuration > General > Lists > Favorites list, and enable or disable the list for the user or user role.
3. To enable or disable the Previously viewed list, go to Dynaway mobile > Setup > Module configuration > General > Lists > Previously viewed list, and enable or disable the list for the user or user role.
4. To enable or disable the Scheduled to me list, go to Dynaway mobile > Setup > Module configuration > Work execution > Work orders > Saved search work scheduled to me, and enable or disable the list for the user or user role.

Overview

When you log in to the Work order module of the Work execution app, the landing page displays the Work order lists page.

On this page, you can see a set of lists that are aimed at helping you search, organize, and retrieve asset records efficiently. Here the user can switch between a table and grid view for the saved search lists page by clicking the button at the top right of the lists (see screenshot 01).

• Note:
  • This setting only applies to non-mobile screens (wider than 767px), where there is more horizontal space.
  • On mobile, the lists will always be displayed in the table view (as in screenshot 02).
  • This setting is saved to D365 for each of the pages containing saved search lists per user. This way the view will look the same regardless of which device they log in on.

The landing page has three categories of lists: Pinned lists, Created lists, and Default lists. (see screenshot 02).

Pinned Lists

Pinned lists are lists that are pinned by the user for quick access. For more details check the section on Pin Saved Search Lists.

This section displays the lists that are:

1. Customized and created by you using the necessary search filters.
2. Lists created by another user (usually a maintenance manager or supervisor), and shared with you in D365.

Created Lists

This section will display the lists that are customized and created by you using the necessary search filters.

Default Lists

The predefined lists that can be displayed on the page are Favorites, Previously viewed, Scheduled to me, and Downloaded. Note that these lists are only visible when you have the required permission to create/manage work orders/jobs. The number of work orders/jobs in a list is shown in the grey box.

• Favorites: The Favorites list will display the work order/job records that you have marked as favorites.
  • A maximum of 50 favorite work orders/jobs will be saved in this list.
  • The list is sorted by last visited.
  • Filtering, sorting, and reports are disabled for this type of list.
  • You can clear the items in the Favorites list by clicking on the list and navigating to the context menu (three dots in the top right corner of the page) on the listing page, and then selecting Clear (see screenshot 03).
• Previously viewed: The Previously viewed list will display the work order/job records that were last visited/opened by you.
  • Note:
    • A maximum of 50 last visited work orders and work order jobs will be saved in this list.
    • The list is sorted by last visited.
    • Filtering, sorting, and reports are disabled for this type of list.
    • You can clear the items in the Previously viewed list by clicking on the list and navigating to the context menu (three dots in the top right corner of the page) on the listing page, and then selecting Clear (see screenshot 04).
• Downloaded: This list shows all downloaded work order/jobs that are available to you online and offline. The downloaded entities are those scheduled to the user or navigated to by the user.
• Scheduled to me: This list shows the work orders/jobs that are scheduled to you, and they are available online and offline.

01: 'Work order lists' page toggle when the screen is wider than 767px.

02: 'Work order lists' page displaying 'Pinned lists', 'Created lists' and 'Default lists'.

03: Option to clear items in the 'Favorites' list.

04: Option to clear items in the 'Previously viewed' list.

View a Work Order List

1. On the Work order lists screen you can see the default lists and created lists. Select a list to view all the work orders/jobs in the list.
2. You can see the list of all work orders/jobs that are in the selected list. By default, the Jobs toggle button (see screenshot 01) is enabled, and the work order jobs are displayed. You can toggle this off to view the work orders.
3. The number of list items is equal to the number displayed on a list in the Work order lists screen.
4. By default, for small screens (mobile), the list is displayed as a card view. You can use the toggle button (see screenshot 01) to swtich the view between card view and table view.
   • The setting is remembered on the current device/pc, and on subsequent login, the last selected view (card or table) will be displayed by default.
   • It is recommended to use card view for smaller screens, and table view for larger screens (PC).
   • You can customize the fields to be displayed for work orders in F&O by going to Dynaway mobile > Setup > Module configuration > Work execution > Card design > Work order design.
   • You can customize the fields to be displayed for work order jobs in F&O by going to Dynaway mobile > Setup > Module configuration > Work execution > Card design > Work order job design.
5. To return to the Work order lists page, click the Back button in the upper left corner.

01: Work order listing page of the selected saved search list with toggle buttons for card and table view, sort options, and a toggle button to switch between jobs and work orders.

Create a Work Order List

Create your own work order lists to see only the work orders that are relevant to you or certain user groups.

Setup

The setup for creating lists is mainly done and maintained from the mobile client, described in the steps below. Deciding who has access to certain lists is specified in the article Distribute Lists to Users.

1. On the Work order lists screen, from the context menu (three dots on the right hand corner of the screen), select Create list.
2. Start by giving your list a name as seen in screenshot 01.
3. On the Create list screen, you see a list of parameters that you can use to define your list. Make one or more selections in the list. In the example below in screenshot 02 and 03, you can see that the parameter 'scheduled worker' is being selected.
   • Note: The Active parameter is automatically set to Yes, but you can change it as required. When Active = Yes, it means that the list you are creating only shows active work orders.
4. Select the details for your list, and select Apply.
   • Note, if you see an All/Clear toggle button in the upper-right corner of the screen, you can select All, if you want to select all options shown on the screen. Select Clear if you want to remove the selections.
5. If required, repeat steps 3-4 to add more details to your list.
6. When you've made your selections, select Create list.
   • Note, the list you are creating is only visible to you. If you want your coworkers to have access to it, see the documentation Distribute Lists to Users.
7. When you return to the Work order lists screen, you can see that the list has been added.

Example: The example in the screenshots shows a list being created for work orders scheduled to a colleague.

01 - Example of creating a list: Give the list a name, and add any parameters before clicking 'Create list'.

02 - Example of creating a list: Selecting the parameter 'Scheduled worker'.

03 - Example of creating a list: Selecting the scheduled worker that the list should be created for.

Edit a Created Work Order List

You can edit a user-created list from the specific list screen. Note that pre-defined lists cannot be edited or deleted.

To do this:

1. On the Work order lists screen, from the created lists, select the list to edit.
2. On the listing screen, from the context menu (three dots in the upper right corner), select Edit list (see screenshot 01).
3. You will be taken to the Edit screen of the selected list.
4. Change the field values/filters as required and click on the Update list button (see screenshot 02).
5. The selected list parameters will be updated and a confirmation message will be shown confirming the update (see screenshot 03).
6. You will be taken back to the listing screen with the updated work order list.

01: Work orders listing page on the created list page with the 'Edit list' option.

02: The 'Update list' button on the 'Edit list' screen.

03: Confirmation message after updating the list properties.

Delete a Created Work Order List

You can delete a user-created list from the specific list screen. Note that default lists cannot be deleted.

To do this:

1. On the Work order lists screen, from the created lists, select the list to delete.
2. On the listing screen, from the context menu (three dots in the upper right corner), select Delete list.
3. The application will show a warning message asking you to confirm the delete.
4. Click Yes to confirm the deletion.

01: Work order listing page of the selected list with the 'Delete list' option.

Limit Results from Lists to Functional Location

It's possible to limit results shown on lists to functional locations that are assigned to maintenance workers.

Read more in about the setup in the link here: Limit Results from Lists to Functional Location.

Pin Saved Search Lists

The pinning saved search feature allows you to mark your frequently used saved search lists so they appear in a separate section at the top of the saved searches page. This helps you quickly access important lists without scrolling.

To pin a saved search:

1. On the saved search lists page (In this case Work order lists page), from the context menu (three dots in the upper right corner), select Manage pinned lists (see screenshot 01).
2. On the Manage pinned lists page (see screenshot 02), select the lists you want to pin by clicking on the list name or the pin button next to the list (see screenshot 02).
3. Once you have selected the lists, click on the Save button at the bottom of the page.
4. You will be directed back to the saved search lists page where a seperate section at the top of the page called Pinned lists will be displayed (see screenshot 03). The listing in this will be sorted alphabetically. Note that the pinned lists selection will be saved in D365 and will remain the same across devices when you log in.

01: Work order lists page with context menu, and navigation to 'Manage pinned lists'.

02: The 'Manage pinned lists' page.

03: The 'Work order lists' page with 'Pinned lists' section displaying the lists pinned.

Inline Filtering

Inline filtering allows you to temporarily modify the filters applied to a list without editing or saving the list. Changes are applied immediately and remain available until you leave the page or save them.

Setup

To use inline filtering:

• Enable Search for the user or user group in Dynaway mobile > Setup > Module configuration > Work execution > Search.
• To save changes made using inline filtering, enable Manage saved search lists for the user or user group in Dynaway mobile > Setup > Module configuration > General > Lists > Manage saved search lists.

Use Inline Filtering

To modify the filters applied to a saved search list:

1. Open the saved search list.
2. On the search list page, click the expand arrow in the upper-right corner of the list (see screenshot 01). The filters configured for the saved search list are displayed as filter chips (see screenshot 02).
3. Click the filter chip you want to modify.
4. You will be directed to the filter page of the selected field. Select the required filter values (see screenshot 03) and click Apply.
5. You are returned to the search list page with the updated results based on selected filters. Modify additional filters, if required.
6. After viewing the results, to restore the original filters configured for the saved search list, click Reset filters (see screenshot 04).
   • Note that the Reset filters and Save changes buttons are enabled only after changes have been made.
7. If you leave the page without saving, the inline filter changes are discarded.
8. To save the updated filters to the saved search list, click Save changes (see screenshot 04).
   • Note that the Save changes button is available only if the saved search list can be modified and you have permission to manage saved search lists.

01: The expand arrow on the search list page.

02: The filters configured for the saved search list displayed as filter chips.

03: The filter page for the selected filter.

04: The 'Reset filters' and 'Save changes' buttons.

Search for Work Orders

When searching for entities on the Work order lists screen through a saved search (user-defined lists) or globally (predefined lists), the set of fields that are being searched is specified in the mobile application and cannot be changed by the user.

On the Work order lists screen or in a list (predefined and user-defined lists), you can start a search by selecting the search icon at the top.

You can search for:

• Work order ID
• Work order type name
• Job type ID
• Work order description
• Functional location name
• Functional location ID

Note

When you make a search on the Work order lists screen, you search in all active work orders. When you make a search in a list, you only search the contents of that list.

1. On the Work order lists screen, or in a list, select the search icon. Enter a search string in the search field, or search by scanning a QR code or barcode. (See the article below for further explanation of searching using QR codes and barcodes).
2. Search by scanning a QR code or barcode:
   1. Select the Scan a code button.
   2. Follow the instructions on the screen to scan a QR code or barcode.
3. Search by entering a search string in the search field:
   1. Your search string may contain the entire ID or name, the middle of an ID or name, or part of the ID or name. Search works both in online and offline mode. Offline mode means searching the data available on your mobile device at the time of the search.
      Example 1: If you enter 08* in the search field, the result is a list of work order IDs that start with the number 08.
      Example 2: If you enter *3* in the search field, the result is a list of work order IDs that contain the number 3.

If you select a search result to go to a work order or work order job/line, the search string is reset.

Select or to cancel a search. The search string is deleted when you return to the Work order lists screen.

Search Using QR Code and Barcode Scanning

If you are using barcodes or QR codes to tag your assets, objects, locations, or items, you can search for them using the barcode scanner or QR code scanner option in the Work execution app. The Work execution application includes built-in support for barcode and QR code scanning.

For users who need faster scanning or want to scan difficult or damaged codes, an enhanced version is available with a separate license. To enable the enhanced version, ensure that you have the required license to use the barcode/ QR code scanner. Once the license is in place, go to General > Enhanced barcode and QR scanning in module configuration and enable it for the user.

You can scan a QR code or barcode to search for tagged assets, objects, locations, or items in the Work order lists page or within an individual work order listing page.

1. Click on the Scan a code button at the top right corner (see screenshot 01).
2. Start scanning. Ensure that the code to scan is inside the bordered area (see screenshot 02).
3. The stored text from the QR code or barcode is passed to the standard search input and the search is performed.

01: Start scanning by selecting 'Scan a code'.

02: Ensure that the code to scan is inside the bordered area.